TTWM
UPS icon

TCV Trust & Wealth Management’s United Parcel Service UPS Stock Holding History

TCV Trust & Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$766K Buy
7,127
+67
+0.9% +$6.96K 0.06% 127
2026
Q1 		$695K Hold
7,060
– – 0.06% 126
2025
Q4 		$700K Hold
7,060
– – 0.06% 125
2025
Q3 		$590K Sell
7,060
-307
-4% -$27.8K 0.05% 131
2025
Q2 		$744K Sell
7,367
-177
-2% -$17.4K 0.07% 120
2025
Q1 		$830K Buy
7,544
+103
+1% +$12.3K 0.08% 105
2024
Q4 		$938K Buy
7,441
+30
+0.4% +$3.95K 0.09% 101
2024
Q3 		$1.01M Sell
7,411
-126
-2% -$16.5K 0.09% 101
2024
Q2 		$1.03M Sell
7,537
-108
-1% -$15.5K 0.1% 97
2024
Q1 		$1.14M Sell
7,645
-15
-0.2% -$2.28K 0.11% 93
2023
Q4 		$1.2M Sell
7,660
-300
-4% -$45.4K 0.12% 91
2023
Q3 		$1.24M Hold
7,960
– – 0.14% 89
2023
Q2 		$1.43M Sell
7,960
-533
-6% -$94.6K 0.15% 83
2023
Q1 		$1.65M Buy
8,493
+618
+8% +$113K 0.18% 82
2022
Q4 		$1.37M Buy
7,875
+181
+2% +$31.3K 0.16% 86
2022
Q3 		$1.24M Sell
7,694
-263
-3% -$49.8K 0.16% 86
2022
Q2 		$1.45M Buy
7,957
+166
+2% +$30.3K 0.17% 86
2022
Q1 		$1.67M Buy
7,791
+85
+1% +$18.1K 0.18% 86
2021
Q4 		$1.65M Buy
7,706
+572
+8% +$116K 0.16% 89
2021
Q3 		$1.3M Buy
7,134
+172
+2% +$34K 0.14% 95
2021
Q2 		$1.45M Hold
6,962
– – 0.16% 92
2021
Q1 		$1.18M Buy
6,962
+59
+0.9% +$9.54K 0.14% 95
2020
Q4 		$1.16M Sell
6,903
-150
-2% -$25.3K 0.14% 93
2020
Q3 		$1.18M Buy
7,053
+300
+4% +$43.7K 0.16% 90
2020
Q2 		$751K Sell
6,753
-85
-1% -$8.48K 0.11% 104
2020
Q1 		$639K Sell
6,838
-41
-0.6% -$4.25K 0.1% 104
2019
Q4 		$805K Buy
6,879
+21
+0.3% +$2.49K 0.1% 107
2019
Q3 		$822K Hold
6,858
– – 0.11% 103
2019
Q2 		$708K Sell
6,858
-22
-0.3% -$2.29K 0.09% 111
2019
Q1 		$769K Sell
6,880
-232
-3% -$24.6K 0.1% 112
2018
Q4 		$694K Buy
7,112
+24
+0.3% +$2.6K 0.1% 117
2018
Q3 		$828K Sell
7,088
-26
-0.4% -$3.06K 0.11% 114
2018
Q2 		$755K Buy
7,114
+350
+5% +$39.3K 0.11% 113
2018
Q1 		$708K Buy
6,764
+50
+0.7% +$5.78K 0.1% 116
2017
Q4 		$800K Hold
6,714
– – 0.11% 113
2017
Q3 		$806K Hold
6,714
– – 0.12% 106
2017
Q2 		$743K Buy
6,714
+8
+0.1% +$855 0.11% 111
2017
Q1 		$720K Sell
6,706
-16
-0.2% -$1.75K 0.11% 112
2016
Q4 		$771K Sell
6,722
-1
-0% -$113 0.12% 111
2016
Q3 		$735K Buy
+6,723
New +$734K 0.12% 102

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TCV Trust & Wealth Management's UPS Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its United Parcel Service (UPS) stake by 0.95% in Q2 2026, buying an estimated $6.96K and bringing the position to 7,127 shares worth $766K. The position accounts for 0.06% of the portfolio, ranked #127.

TCV Trust & Wealth Management first reported a position in UPS in Q3 2016 and has held it in 40 quarters since. The position peaked at $1.67M in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • TCV Trust & Wealth Management held 7,127 shares of United Parcel Service worth $766K as of Q2 2026.
  • TCV Trust & Wealth Management bought 67 United Parcel Service shares in Q2 2026, an estimated $6.96K.
  • United Parcel Service made up 0.06% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #127 holding.
  • TCV Trust & Wealth Management first reported a position in United Parcel Service in Q3 2016 and has held it in 40 quarters since.
  • TCV Trust & Wealth Management's United Parcel Service position peaked at $1.67M in Q1 2022.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.